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Dimensional Etf Trust National Municip shares owned by Private Advisor

Quarter-by-quarter ownership of Dimensional Etf Trust National Municip (DFNM) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Dimensional Etf Trust National Municip

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust National Municip held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust National Municip by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 40k 48.09
2023-12-31 $2.3M 47k 48.51
2023-09-30 $1.4M 31k 46.47
2023-06-30 $2.4M 50k 47.62
2023-03-31 $2.2M 46k 48.32
2022-12-31 $897k 43k 20.89
2022-09-30 $2.7M 58k 46.65
2022-06-30 $2.0M 42k 48.07

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Hershey Company (HSY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

Top funds holding Dimensional Etf Trust National Municip

Truepoint
Foster Group
First Ascent Asset Management
Beaird Harris Wealth Management
Pathstone Holdings
Buckingham Asset Management
MBL Wealth
Sequoia Financial Advisors
Commonwealth Equity Services
Rather & Kittrell
Austin Wealth Management
Wealth Enhancement Advisory Services
Graves-Light Private Wealth Management
RAM Investment Partners
PBMares Wealth Management

View all funds holding Dimensional Etf Trust National Municip